R. J. Welsch & Associates
LIFE INSURANCE ESTIMATOR
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LONG TERM OBLIGATIONS
Mortgage Balance
Other Debt
Total Debt
Percentage of Debt To Fund At Death
Total Obligations To Fund At Death
Annual Rent Fund, If No Mortgage
INCOME ANALYSIS
Current Income
Income Target at:
Less Social Security
Less Other/Rental Income
Total Income Target
Years To Produce Income
Amount To Produce Income at:
INCOME PRODUCING ASSETS
Tax Favored Accounts
Liquid Investments
Other Income Producing Assets
OTHER PROVISIONS
Final Expenses
College Fund
Other
Gross Insurance Need
Current Life Insurance Amount
Income Producing Assets
Total Life Insurance Need
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